Jamie Stephens
Pittsburgh,PA
Summary
A solutions-oriented professional with over 10 years of industry knowledge and experience in Treasury Service and Private Label disciplines. Demonstrates cross-functional team leadership skills, with exceptional problem-solving skills and data gathering. Excellent motivator, proficient verbal and written communication skills, superb interpersonal organizational skills, while thriving in high-pressure environments and under strict deadlines.
Overview
8
8
years of professional experience
Work History
Bank Level, White Label Onboarding
BNY/Mellon
09.2022 - Current
- Works closely with senior resources i.e., Relationship Managers, Product, Sales and other required internal parties to help build a viable and effective team during the pre-onboarding process for all new White Label clients
- Provides overall leadership in areas product knowledge, customer relations and problem solving during the information gathering process
- Participates in initial kickoff call(s) with the client, followed by weekly calls with both internal and external teams to determine the scope of a project and gather information while building a positive rapport with the client
- Identifies and recommends any appropriate work around solution(s) to ensure that the client’s objectives are met and exceeded, while adhering to budget management, deadlines and resource restraints during the life of the project
- Responsible for the overall success of new client implementations/projects assigned, including post implementation takeaways to help build upon the success of future projects.
Lead Analyst, Private Label Implementations
BNY/Mellon
09.2016 - Current
- Managed new client project implementations, while working with minimum supervision in the performance of all assigned tasks
- Organized and conducted regular kickoff meetings throughout implementation and post go-live date, serving as lead or backup in client training sessions on all product features
- Monitored every step of the implementation process and project progress; anticipated potential issues, while proactively managing details of the project
- Managed bi-weekly/monthly calls for the top clients in my portfolio, to ensure that my clients were satisfied with BNYMellon’s premier level of service.
QA Analyst International Onboarding
BNY/Mellon
09.2015 - 09.2016
- QA all new client project implementations, while ensuring that implementers followed protocol when performing assigned tasks during the onboarding process
- Provided overall leadership in areas of customer relations, customer satisfaction and product knowledge to onboarders when necessary
- Responsible for catching errors and correcting any mistakes made during the onboarding process to keep unnecessary cost down for the company, while proving a seamless onboarding experience for our clients.
Education
Creative Writing/Business Writing -
Carlow University
Pittsburgh, PA12.2005
Skills
- Production Layouts
- Brand Identity Development
- Image Archiving
- Client Relations
Employer Recognition
- Treasury Services mentee
- WIN & Impact member
- Continuous WOW award winner
- Involved in continuous volunteer events sponsored by BNYMellon
Timeline
Bank Level, White Label Onboarding
BNY/Mellon
09.2022 - Current
Lead Analyst, Private Label Implementations
BNY/Mellon
09.2016 - Current
QA Analyst International Onboarding
BNY/Mellon
09.2015 - 09.2016
Creative Writing/Business Writing -
Carlow University